Financial Planning

“What if my future is about more than just finances?”

Investments aren’t just about growing your finances. They’re about freedom, security, legacy and building the future you want. That’s why you need a team who not only understands your ambitions but can be trusted with them too.

Our approach

We have been recognised as one of the Top 5 firms in the UK for Financial Planning by the FT Adviser three years in a row. Our experts understand that your goals and ambitions are unique. Whether you require ad-hoc advice or a long-term strategy to manage your future finances, we are here to support you.

During these unprecedented times, we are working hard to offer you effective advice and actionable support. We want you to be in control of your personal finances – including pensions, retirement funds, personal cash flow planning and investment portfolio management. We offer a range of services and tools in one place, to help make it easier for you.

Our services

Our teams

Our advisory teams are expert, personable and highly qualified. The majority of our financial planners hold either the Certified Financial Planner (CFP) status, an internationally recognised advanced financial planning qualification or are Chartered Financial Planners, the premier qualification for financial advice professionals.

Their skills and expertise are consistently endorsed by client feedback. On VouchedFor, the UK’s leading review site for financial advisors, their average combined score is 4.8 out of 5.

You can view all of our reviews here. 

We are ranked as one of the top 5 Financial Planning firms by the Financial Times and this year were awarded the Citywire New Model Advisor award for National Financial Planning Team of the Year and the Gold Standard Award for Independent Financial Advice last eight years.

We created a specific category for national businesses that go above and beyond for their clients and the community. In previous years, Mazars Financial Planning has repeatedly won the London regional award for its work, so it was no surprise to see it top of the rankings for this new category.

Citywire Citywire New Model Advisor Award

Get in Touch

If you would like to know more about how we can help you manage, plan or invest for your future, please get in touch.

Contact us today

What our clients say

Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint please contact us:

In writing: The Compliance Officer, Mazars Financial Planning Limited, 2 Chamberlain Square, Birmingham, B3 3AX
By Phone: 0121 232 9500
By E-mail:

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit

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MFP Pillar 3 disclosures and policy
MFP Pillar 3 disclosures and policy